Importing FreshBooks Data

Video Transcription

[00:18] Hey guys, Matthew with Parkway business solutions bring you another quick video with Ledgersync this time focusing on fresh books and what you can actually do between the two. So let’s get this started, we’ll go into the Ledgersync, you can go into your traditional bank account, the nice thing is whether it’s Freshbooks, Zero, QuickBooks Online, so many different versions out there they’re all based around the same idea of either a QBO file, OFX file, CSV or an IAF.[00:51] Now that we’ve downloaded our Ledgersync file the OFX format, we’ve gone over to Freshbooks website and we’re to go underneath expenses so we can get to the file import option. From there, select the file, open it. Make sure to choose the right type format, as we said OFX and you’re going to do your upload file. This will go through, it’s going to make sure to process them, tells you how many transactions, we have forty-eight there and it’s going to make sure you don’t have any duplicates and so forth.[01:24] With Freshbooks at that point you have the ability to manually go through and categorize each one of them, add notes, change the vendor, you can even assign certain staff members if you’d like to or even to a client.[0138] It’s been a quick video showing you how to take advantage of Ledgersync’s services to import transactions into Freshbooks.[01:46] If you’ve got additional questions or looking for some advice, feel free to leave a comment below or reach out to us directly And as always, here’s wishing you a very successful week.

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